Barenaked Money: Predicting Financial Trends for 2025

In this episode of Barenaked Money, hosts Josh Sheluk and Colin White, portfolio managers at Verecan Capital Management, Inc., dive into their financial predictions for 2025. They discuss potential market corrections, the efficacy of political promises like Trump's proposed savings, the impact of tariffs, and the performance of bonds and ETFs. It's a riveting conversation blending expert knowledge with humor and practical advice for the everyday investor.

00:00 Introduction to Barenaked Money
00:14 Predicting 2025: Accountability and Expectations
01:18 The Nature of Predictions: Risks and Rewards
02:48 Josh's Predictions: Politics First
03:22 Trump's Efficiency Promise: A Deep Dive
06:59 Tariffs and Public Perception
10:32 Market Predictions: Bonds and Economic Trends
18:24 Market Correction: Not Trump's Fault
20:59 Stock Market Predictions for 2025
21:42 The Myth of Average Returns
22:24 Managing Client Expectations
23:29 The Reality of Market Predictions
24:56 Understanding Randomness in Markets
27:09 Leveraged ETFs: A Risky Bet
33:26 The Return of Day Traders
40:32 Conclusion and Final Thoughts